Wealth Planning

Wealth Planning

As a highly experienced financial advisory team, we can add significant value when helping you to prepare in advance for major milestones and to manage periods of transition; for example, when you:

  • Get married or divorced

  • Receive a windfall such as an inheritance, divestiture, or lottery win

  • Start a family

  • Buy or renovate your home or vacation property

  • Decide to fund an education

  • Buy or sell a business 

  • Change your career

  • Plan for and enter your retirement years

  • Have an accident or are diagnosed with a major illness

  • Plan your estate


My broad network of BMO specialists allows us to provide your with expert advice across a wide range of disciplines:

  • Will reviewers 

  • Asset managers

  • Trust and estate planners

  • Estate and insurance specialists

  • Credit consultants

  • Tax planners

  • Business Banking professionals

  • Platinum Banking professionals

  • Investment bankers

  • Risk management experts

  • Business succession specialists

  • Strategic philanthropy consultants

  • Lifestyle and financial services advisors

  • Legacy planners


Client Education
 
When the COVID-19 pandemic is over, we will resume hosting seminars at convenient locations across the GTA. These events will feature relevant topics and often include guest speakers from the BMO Nesbitt Burns Portfolio Advisory Team and other BMO experts within the Wealth Management division.